Our Security Controls

At Economic Security Planning (ESP), the security of your data has always been a priority. We are committed to protecting and securing your data as you use each of our services.

This document is a part of our Privacy Policy, so please review this document together with our Privacy Policy.

Protecting Your Data

The aim of ESP’s security practices is to prevent any unauthorized access to customer data.

We are always looking at ways in which we can improve the security of our applications and continuously work to identify, monitor, and mitigate risks in our environment.

ESP is committed to constantly maintaining knowledge of the evolving application security landscape and implementing controls designed to ensure that security best practices are upheld across our organization.

Regular management security reviews are in place to address any areas that we believe should be improved upon and further secured. We implement security controls as described in this document and may modify them from time to time by pursuing new security certifications, evaluating our compliance posture, or through the use of third-party testing from time to time.

Contact us at if you have any security-related concerns about any of our Services. Please also see our Privacy Policy and Terms of Service.

Security Highlights

Least Privilege Access Yes
Full Daily Backups Yes
Data Encrypted in Transit and at Rest Yes
Two Factor Authentication* Yes
Vulnerability Scanning Yes
Mitigating Common Attacks Yes
Annual Penetration Testing Yes

Physical Security

We have engaged Amazon Web Services, Inc. (“AWS”) to provide cloud hosting for the Services. A summary of the controls in place at AWS facilities and environments is set out below (as described by AWS). View the AWS security page for more details.

  • Facilities

    AWS operates ISO27001, PCI DSS Level 1 & SOC 2 Type compliant data centers. Automated fire detection and suppression systems are installed in networking, mechanical, and infrastructure areas. All AWS data centers are constructed to N+1 redundancy standards.

  • Server Monitoring

    AWS's global security operation centers conduct 24/7 monitoring of data center access activities, with electronic intrusion detection systems installed in the data layer.

  • Hard Perimeter

    Each of AWS' data centers have a controlled perimeter layer with 24/7 on-site security teams, restricted and controlled physical access, multi-factor authentication, electronic intrusion detection systems and door alarming.

Network Security

  • Architecture

    We employ AWS security groups and IAM controls to lock down communication between components so access to Services must be granted explicitly on an as-needed basis.

  • DDoS Mitigation, Content Delivery, and Internet Security Monitoring

    ESP’s system audit logs are maintained and checked for anomalies, and we use AWS services to protect from distributed attacks.

  • Least Privilege Access

    Access to hosting servers for the Services and live environments are provided on least privilege access. A very limited number of personnel have access to live environments, which also require multiple levels of security access.

  • Security Incident Response

    ESP continually monitors our cloud services and have a response team on call 24/7 to respond to security incidents. Our hosting provider, AWS, also provides 24/7 monitoring and support.

  • Penetration Testing

    ESP conducts a third-party penetration test annually or after any major changes to the platform.

Platform & Product Security


  • Quality Assurance

    We have a team of people who review and test all changes to our code base. For every update or release to the software, testing is performed by development and QA teams with a multi-level approach.

  • Separate Environments

    We maintain separate environments for both staging and testing. These environments are logically separated from the live production environment. No customer data is used in testing or development.

  • Vulnerability Scanning

    In addition to application penetration testing, unit testing, human auditing, static analysis, and functional tests, we perform a minimum of monthly third-party vulnerability scans of our production and test environments.

  • Mitigating Common Attacks (XSS, CSRF, SQLi)

    Our tools have been built to mitigate common attack vectors such as SQL injection attacks and cross-site scripting attacks (XSS). ESP’s cloud environments also take advantage of AWS’ enterprise-grade Web Application Firewall (WAF) in an attempt to automatically block or challenge suspicious requests.


  • Data at Rest

    All customer data is stored encrypted on AWS servers with the AES-256 encryption algorithm.

  • Data in Transit

    Any data that is transmitted into and from the ESP Services is encrypted. Web traffic over HTTP is secured by AWS with TLS 1.2 or 1.3 using proven-secure cipher suites.


  • Single Sign On

    Depending on how many licenses you have purchased, you may have access to an SSO option for the Services. Please contact us if you have any questions.

  • Two Factor Authentication (2FA)

    ESP enables 2FA for all administrators of its Services, and makes 2FA available to you when you use certain Services.

Availability & Security Incidents

  • Uptime

    ESP uses AWS to host its Services, and maintains an uptime promise from AWS of at least 99% (subject to scheduled downtime, emergency maintenance, and issues outside our or AWS’ control).

  • Redundancy

    We use AWS with redundancy over multiple availability zones, with database backups offering 35-days’ worth of point-in-time recovery, if needed. Additional encrypted off-site backups are updated weekly.

  • Responding to Security Incidents

    We have established procedures and policies with regards to responding and communicating about security incidents. The level of the security incident will dictate how we communicate and respond to our customers. If a security incident does occur which affects your personal information, we will inform you as required by applicable law. We annually reevaluate our response procedures and amend them as we deem necessary.

  • Disaster Recovery and Business Continuity Plan

    A business continuity plan has been put in place in the event an emergency or critical incident impacting any facet of ESP’s business operations, including the Services, occurs. This was created with the intent that we can continue to function as a business for our customers in the event of major disruptions. The business continuity plan is tested and checked on an annual basis for applicability and any additional improvements that could be made.

Organizational Security

Personnel & Endpoints

  • Workstation Set-Up

    Every employee workstation is set up and monitored to ensure data is encrypted at rest, passwords are strong (managed by a secure password management vault), up-to-date OS patches, and active, up-to-date antivirus.

  • Confidentiality

    We perform background checks on all new hires and on commencement of employment at ESP, and all personnel who have access to your personal information and Financial Information are required to execute nondisclosure agreements.

  • Security Training Program

    All employees at ESP are required to participate in our security awareness training that focuses on helping each person understand the role they play in protecting data and preventing security breaches. Employees also are required to review the ESP security policies on a recurring annual basis.

Vendor Management

  • Sub-Service Organizations

    In order for ESP to run efficiently, we rely on sub-service organizations to help us deliver our Services. When selecting a suitable vendor for a required Service, we take the appropriate steps designed to ensure that the security and integrity of our Services is maintained. Every sub-service organization is scrutinized, tested, and security checked prior to being implemented into ESP.

  • Vendor Compliance

    ESP monitors the effectiveness of these vendors and they are reviewed annually to confirm security and safeguards are being upheld per the terms of our agreements with them.